LPL Financial
FLUD icon

LPL Financial’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

LPL Financial’s Portfolio FLUD Stock Details FLUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.1M Buy
1,480,328
+741,381
+100% +$18.5M 0.01% 1178
2026
Q1 		$18.5M Buy
738,947
+562,939
+320% +$14.1M ﹤0.01% 1523
2025
Q4 		$4.4M Buy
176,008
+64,095
+57% +$1.6M ﹤0.01% 2646
2025
Q3 		$2.81M Buy
111,913
+101,132
+938% +$2.53M ﹤0.01% 3002
2025
Q2 		$270K Buy
+10,781
New +$269K ﹤0.01% 4848

Other funds holding FLUD

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial's FLUD Position: Q2 2026 in Review

LPL Financial increased its Franklin Ultra Short Bond ETF (FLUD) stake by 100% in Q2 2026, buying an estimated $18.5M and bringing the position to 1,480,328 shares worth $37.1M. The position accounts for 0.01% of the portfolio, ranked #1178.

LPL Financial first reported a position in FLUD in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold FLUD as of Q2 2026.

  • LPL Financial held 1,480,328 shares of Franklin Ultra Short Bond ETF worth $37.1M as of Q2 2026.
  • LPL Financial bought 741,381 Franklin Ultra Short Bond ETF shares in Q2 2026, an estimated $18.5M.
  • Franklin Ultra Short Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1178 holding.
  • LPL Financial first reported a position in Franklin Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.